Nonprofits Proactive with Salesforce Now, Save Time Later December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsIs Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More
Hello Salesforce Flow. Farewell Workflows and Process Builder. October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsAs Bob Dylan said, “The times they are a-changin.” Are you still relying on Workflow Rules and Process Builder to automate tasks in your nonprofit’s Salesforce org? (Hint: if you’re reading this you almost certainly are!) It’s time for a transition. Salesforce is retiring these trusty tools, but don’t worry – you’ve got time, help,… Read More
Working with Leadership to Get Updated or New Nonprofit Software Needed October 28, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyTechnology is essential for nonprofits to operate efficiently and effectively. However, it can be challenging to get leadership on board with the need for updated or new nonprofit software. In this blog post, we will discuss some tips for working with leadership or your board to get the technology your nonprofit needs. 1. Identify the… Read More
Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Andrew Wainacht Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Nonprofit Database Management is More than Just Knowing Technology June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyWhen you think about nonprofit database management, what do you think of? Your mind probably jumps to questions of what platform is involved, and what technical skills the admin has. We talk a lot about the importance of choosing the right technology systems for your nonprofit, but once the tool is selected: The most important… Read More
Beyond the Basics: Nonprofit fundraising with Salesforce AppExchange Apps May 28, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Support TipsSalesforce Nonprofit Cloud, with its Nonprofit Success Pack (NPSP) at its core, is a robust CRM foundation for nonprofits. However, to truly maximize your fundraising potential, consider these powerful third-party applications available on the Salesforce AppExchange. Fundraising Apps for Salesforce These apps seamlessly integrate with Salesforce, enhancing various aspects of donor management, communication, and overall… Read More
AI for Nonprofits: What You Need to Know About Fundraising AI May 23, 2024 by Paul Keogan Thinking in: CRM/AMS, Strategy, Support TipsAI is certainly the hottest topic in conversations about technology this year. “Generative AI” tools like ChatGPT draw a lot of attention, for better or for worse – but AI technology goes beyond that. More and more nonprofit CRMs are adding AI features intended to assist development teams with enhanced data. Are the newest fundraising… Read More
Essential Marketing Tools for Nonprofits on Salesforce: A Guide for Admins May 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits face the challenge of having to compete against large businesses for their constituents’ attention while often working with limited resources. The good news is that many of the same tools used by businesses are available to nonprofits on Salesforce as well – and often at a discounted price! Let’s take a look at these… Read More
Boosting Nonprofit CRM Adoption at Your Organization March 29, 2024 by Kristen Beireis Thinking in: CRM/AMS, StrategyYou’ve invested in your CRM to streamline your nonprofit’s operations and help better execute on your mission. Great! But if your team is hesitant to use the system consistently, those benefits will remain out of reach. If that sounds familiar, don’t worry — you’re not alone! Let’s take a look at some common CRM roadblocks… Read More
Salesforce Backup Plans and Backups: Succession Planning for Your Salesforce Administrator March 6, 2024 by Andrew Wainacht Thinking in: Salesforce, StrategyA Salesforce administrator holds a uniquely powerful position within your organization. They’re the architects of your CRM, responsible for maintaining, customizing, and optimizing what is likely your nonprofit’s most valuable asset – your data. So, what happens if your beloved admin wins the lottery, retires, or simply moves on? Does your organization have Salesforce backup… Read More
